+58.2%
QQQI vs BTDR
+35.9%
+22.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.8% | +0.6% |
| 7D | -0.3% | -3.4% | +3.0% | -0.1% |
| 30D | -0.3% | +32.6% | -32.9% | -2.4% |
| 3M | +1.3% | -32.2% | +33.6% | +3.0% |
| 6M | +11.5% | +52.4% | -40.9% | +6.7% |
| YTD | +11.3% | +6.7% | +4.6% | +8.4% |
| 1Y | +16.9% | -15.2% | +32.1% | +13.8% |
| All | +58.2% | +35.9% | +22.3% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BTDR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling